Courses

14-Day Debt
Detox Course 

Tuition: $$

Learn how to eliminate debt and tackle your spending patterns once and for all.  

Your Financial Lifetime: Student Edition Course

Tuition: $$$

Learn the ins and outs of personal finance (that wasn’t taught in school).  Along with exploring different career paths. A perfect graduation gift!

Your Financial Lifetime: Couples Edition Course 

Tuition: $$$

Talk through finances, set budgets, and communicate openly before and during marriage. A perfect engagement gift!

Smart Investing from the Start Course 

Tuition: $$$

Learn how to build wealth in investments based on risk tolerance, tax benefits, portfolio income or long-term goals.  

Your First
Home Course

Tuition: $$

Learn the steps to take before purchasing your first home and the responsibilities after homeownership.    

Retirement Planning
Guide Course 

Tuition: $$$

Learn the steps to take before & after retirement including investment strategies, tax benefits, and estate planning

Need More…

Join One of Our Memberships

We can help you in each stage of your financial journey

FOR BEGINNERS IN FINANCIAL EDUCATION

Recommended for “Student Edition & Debt Detox” course members

or

  • Individuals who are just starting their financial journey.
  • Individuals with little to no savings or in debt
  • Individuals who want to establish a strong financial foundation, debt management, and budgeting skills

FOR INDIVIDUALS SEEKING TO ADVANCE THEIR FINANCIAL PORTFOLIO

Recommended for “Your First Home, Smart Investing & Retirment” course members

or

  • Individuals with 3-6 months of savings, with some investments, just starting to invest or looking to grow wealth with investments
  • Individuals who want to focus on investing, planning for retirement, and long-term financial goals.